AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,447 hedge funds and large institutions have $70.6B invested in iShares Core US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 671 increasing their positions, 510 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
25.26%
Holding in Top 10
265
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.93%
% of All Funds
4.63%
New
99
Increased
671
Reduced
510
Closed
73
Calls
$123M
Puts
$9.81M
Net Calls
+$113M
Net Calls Change
+$79.9M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$507M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$421M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M
4
RJA
Raymond James & Associates
Florida
+$261M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$237M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$151M
2
Creative Planning
Creative Planning
Kansas
-$108M
3
Ameriprise
Ameriprise
Minnesota
-$89.6M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$75.4M
5
PPA
Parametric Portfolio Associates
Washington
-$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
1051
Mount Yale Investment Advisors
Colorado
$492K +$346 +3 +0.1%
VFA
1052
Valeo Financial Advisors
Indiana
$491K -$28.9M -250,716 -98%
LA
1053
Latitude Advisors
Florida
$488K -$119K -1,027 -20%
CCA
1054
Childress Capital Advisors
Texas
$488K +$96.6K +839 +25%
V
1055
Veritable
Delaware
$487K – – –
AFC
1056
AFT Forsyth & Company
Florida
$484K – – –
MWM
1057
Mattern Wealth Management
Kansas
$481K -$391K -3,376 -45%
CFS
1058
CRA Financial Services
New Jersey
$481K -$2.88K -25 -0.6%
MPCG
1059
Matrix Private Capital Group
New York
$481K +$32K +277 +7%
SFG
1060
StrategIQ Financial Group
Indiana
$478K -$7.38K -64 -2%
TNB
1061
Thomasville National Bank
Georgia
$477K -$145K -1,259 -23%
TF
1062
Trek Financial
Arizona
$476K -$2.31K -20 -0.5%
PNAA
1063
Pictet North America Advisors
Switzerland
$473K – – –
PMA
1064
Prudent Man Advisors
Illinois
$471K +$471K +4,084 New
CA
1065
Continuum Advisory
Idaho
$470K -$49.8K -432 -10%
CIP
1066
Chartwell Investment Partners
Pennsylvania
$469K – – –
DBRC
1067
D.B. Root & Company
Pennsylvania
$467K -$82.1K -712 -15%
BRM
1068
Boston Research & Management
Massachusetts
$464K +$25.4K +221 +6%
SCA
1069
STALEY CAPITAL ADVISERS
Pennsylvania
$461K – – –
BONH
1070
Bank of New Hampshire
New Hampshire
$461K +$461K +3,994 New
CAC
1071
Certified Advisory Corp
Florida
$460K -$2.09M -18,111 -82%
CT
1072
Columbia Trust
Oregon
$460K +$110K +950 +31%
TPA
1073
Trivium Point Advisory
Connecticut
$458K +$458K +3,971 New
BPCE
1074
Bank Pictet & Cie (Europe)
Germany
$456K +$73.8K +640 +19%
CPW
1075
Catalyst Private Wealth
California
$456K +$79.3K +688 +21%
41 42
43
44 45